OFI Invest Asset Management’s IBM IBM Stock Holding History

OFI Invest Asset Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72M	Sell	13,758 -169,583	-92%	-$42.7M	0.04%	193
2026 Q1	$38.8M	Buy	183,341 +174,455	+1,963%	+$47.2M	0.51%	44
2025 Q4	$2.45M	Sell	8,886 -13,274	-60%	-$3.98M	0.04%	184
2025 Q3	$5.32M	Buy	22,160 +955	+5%	+$250K	0.11%	94
2025 Q2	$5.33M	Buy	21,205 +3,896	+23%	+$1M	0.13%	89
2025 Q1	$3.98M	Sell	17,309 -922	-5%	-$226K	0.1%	102
2024 Q4	$3.87M	Buy	+18,231	New	+$4.06M	0.09%	111
2024 Q2	$1.99M	Sell	12,312 -15,648	-56%	-$2.72M	0.05%	139
2024 Q1	$5.14M	Buy	27,960 +14,492	+108%	+$2.64M	0.14%	111
2023 Q4	$2.2M	Buy	13,468 +13,119	+3,759%	+$1.98M	0.07%	109
2023 Q3	$46.2K	Buy	+349	New	+$49.7K	﹤0.01%	150
2023 Q2	–	Sell	-1,173,911	Closed	-$8.96M	–	125
2023 Q1	$8.96M	Buy	+1,173,911	New	+$157M	0.05%	90

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OFI Invest Asset Management's IBM Position: Q2 2026 in Review

OFI Invest Asset Management reduced its IBM (IBM) stake by 92% in Q2 2026, selling an estimated $42.7M and leaving 13,758 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #193.

OFI Invest Asset Management first reported a position in IBM in Q1 2023 and has held it in 12 quarters since. The position peaked at $38.8M in Q1 2026. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

OFI Invest Asset Management held 13,758 shares of IBM worth $3.72M as of Q2 2026.
OFI Invest Asset Management sold 169,583 IBM shares in Q2 2026, an estimated $42.7M.
IBM made up 0.04% of OFI Invest Asset Management's portfolio in Q2 2026, its #193 holding.
OFI Invest Asset Management first reported a position in IBM in Q1 2023 and has held it in 12 quarters since.
OFI Invest Asset Management's IBM position peaked at $38.8M in Q1 2026.
1,795 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.